You're not going to see a big rally through the end of the year, but I think the market will go higher than where it is now. I'm optimistic. I think the economy is improving even faster than people realize, and the fourth-quarter earnings are going to be really good.

Earnings are expected to be good, and whether you see a stock reaction right away or not, we're still in an upward trend overall, powered by the earnings, the lower interest rates, the tax cuts and the improving economy.

I think the earnings are going to be better than expected, but I don't know whether the market's going to rise on that.

I'd expect to see another month or two of this consolidation.

If I sold Dell every time people said to sell it, I wouldn't have made any money in the stock.

October can be a difficult month, so I don't want to bet on October, ... But I don't think it will be terrible.

The question about Dell is whether this is a commodity business. But this is a company with little debt, tremendous cash flows and a great reputation.

Whether we build on the 10,000 or not, I think the market is in good shape and I expect it to keep moving higher through the end of the year.

We've had a good run-up, so it's fine to pull back a little. The important thing is that the market is ignoring bad or lackluster news. You don't see that when something tops, just at bottoms.